Converting from Quickbooks

What version of Peachtree and Quickbooks are you using? Peachtree can only handle certain QB conversions. They can not convert current year versions. So if you are using PT2007 you can only convert QB2006 or older. Look in the PT help file to confirm if your version will work.

It will not destroy your QBW file. You also do not need to create a new PT company file. Just use the File>>Start Screen>>convert or just select convert from the start screen when you first open up Peachtree.

OK, I see the problem. I have PT Complete 2005 and I'm using QB 2006 Pro. If I upgrade to PT 2007, will I be able to make the conversion?

Bob

Yes. I'm not sure it is worth the expense of upgrading to PT2007. According to the help file:

Peachtree will convert most lists in QuickBooks to the Peachtree format. Items that are converted to Peachtree include:

a.. company name and information

b.. chart of accounts and current balances for each account

c.. vendor records and current open balance

d.. customer records and current open balance

e.. customer sales taxes

f.. employee and employer payroll fields

g.. employee records and current year-to-date earnings

h.. inventory items (stock items will also include current quantity on hand)

i.. job records

Peachtree cannot convert individual transactions found in QuickBooks. It will only establish the current balance for each record at the time of the conversion.

So it might be easier to manually export the lists to excel (look in PT under "rebuild") and enter the balances into the COA using the year end trial balance. This would also be good practise on setting up a new company file without the conversion.